AI consensus leaned NO with MODERATE conviction — 5 of 5 models agreed. Outcome confirmed: NO won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 72c |
44%
|
|
| Compound Signal | NO | 46c |
8%
|
|
| Claude Analysis | NO | 28c |
70%
|
|
| DeepSeek Quant | NO | 35c |
65%
|
|
| Kimi Macro | NO | 52c |
65%
|
Aggregate fair-value estimate: 47c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Despite dominant-side tagging on NO, smart money positioning is split: YES entries cluster across a wide 39-56c band suggesting accumulation on dips, while NO entries are concentrated at 64c indicating late directional bets that have not been validated. The tight NO entry range combined with zero profitability signals weak conviction relative to YES, where lower-cost holders retain optionality and downside cushion.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x0c0e..4e | MM | NO | $146.7K | +9% | |
| 0x2e0b..70 | MM | NO | $34.5K | -2% | |
| 0xc658..84 | MM | YES | $11.8K | -88% | |
| 0x12d6..a8 | MM | YES | $2.7K | -68% | |
| 0x5cd5..33 ★ | Retail | NO | $2.7K | +1% | |
| 0x162f..8d | MM | YES | $2.3K | -95% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$10,149 on $200.8K capital deployed (avg +5.1%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 6c | $24.3M | 0c | |
| AI Consensus | 47c | — | ✓ matched |